Waste Management shares owned by Forum Financial Management
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Waste Management
Tip: Access up to 7 years of quarterly data
All positions including Waste Management held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Waste Management by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $261k | 1.1k | 229.82 |
| 2025-12-31 | $710k | 3.2k | 219.72 |
| 2025-09-30 | $724k | 3.3k | 220.84 |
| 2025-06-30 | $672k | 2.9k | 228.83 |
| 2025-03-31 | $727k | 3.1k | 231.50 |
| 2024-12-31 | $636k | 3.2k | 201.80 |
| 2024-09-30 | $540k | 2.6k | 207.63 |
| 2024-06-30 | $552k | 2.6k | 213.30 |
| 2024-03-31 | $513k | 2.4k | 213.15 |
| 2023-12-31 | $461k | 2.6k | 179.10 |
| 2023-09-30 | $422k | 2.8k | 152.44 |
| 2023-06-30 | $477k | 2.7k | 173.42 |
| 2023-03-31 | $365k | 2.2k | 163.17 |
| 2022-12-31 | $344k | 2.2k | 156.88 |
| 2022-09-30 | $357k | 2.2k | 160.09 |
| 2022-06-30 | $337k | 2.2k | 152.90 |
| 2022-03-31 | $340k | 2.2k | 158.14 |
| 2021-12-31 | $359k | 2.2k | 166.98 |
More positions owned by Forum Financial Management
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